- Edward Jones (St. Louis, MO)
- …capabilities through risk consultation and risk assessment. The Risk Manager - High Net Worth partners with leaders in the Wealth Management Advice & ... Solutions (WMAS) division to manage the risks associated with the High Net Worth (HNW) products and services. Effectively controls the risks associated with… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX Remote Eligible: All US ... three times. What You'll Be Doing As a tax manager , you will lead client tax engagements from start...+ Experience providing tax consulting and compliance services to high net - worth individuals and families… more
- Wipfli LLP (Sterling, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... the main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
- Gelfand Rennert & Feldman (Austin, TX)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... + 4+ years of experience in full-charge accounting and bookkeeping for high net - worth individuals, preferably within entertainment business management… more
- Wipfli LLP (Sterling, IL)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- HUB International (Encino, CA)
- …Account Manager II provides critical support to clients, manages a book of high net - worth clients, operating with the highest degree of professionalism, ... experience required) or equivalent combination of education & experience. + Private Client/ High Net - Worth experience required. Experience within the… more
- Zions Bancorporation (Provo, UT)
- … Manager in Provo, UT. This role acts as the principal account and relationship manager for high net - worth clients. Private Banking brings the various ... the personal, professional, and philanthropic goals of the bank's high net worth clients. Ideal...experience: + Act as the principal account and relationship manager for a portfolio of Private Banking qualified clients.… more
- HSBC (New York, NY)
- **Description** UHNW, HNW Relationship Manager Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, ... communities and the planet we all share. As a Senior Relationship Manager , you will acquire maintain, and grow profitable long-term relationships principally focused… more
- HUB International (Encino, CA)
- …Personal Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred....**_MUST be willing to work onsite at the Business Manager offices in Encino and Century City, as needed._**… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Greater Wilmington Delaware area seeks a Tax Manager with expertise working with high - net - worth businesses or individuals. The Tax Manager will be ... transactions. To be successful in this role, the Tax Manager must have in-depth knowledge of tax laws and...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
- HUB International (Winter Park, FL)
- The Account Manager manages a book of high net worth insurance business, while acting with a high degree of independent discretion, autonomy, and ... account retention that meets or exceeds expectations. Provides a high level of support to producers and brokers in...to clients in response to those changes independent of manager approval. + Acts as liaison between clients and… more
- HUB International (Gainesville, FL)
- …involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high - net - worth insurance business, while acting with a high degree ... account retention that meets or exceeds expectations. Provides a high level of support to producers and brokers in...to clients in response to those changes independent of manager approval.** + **Acts as liaison between clients and… more
- PennyMac (Phoenix, AZ)
- …loan level problem solving. The Pipeline Accounts Manager will : + Manage high volume, high net worth , complex client accounts and assist in capacity ... complete mortgage journey. A Typical Day The Pipeline Accounts Manager III will lead multiple customer facing operational organizations...to build strong, lasting client relationships. As the Accounts Manager , you will serve as the central point… more
- Citizens (Troy, MI)
- …Client Relationship Manager , along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners(R), create ... Description Private Client Relationship Manager - Long Lake Livernois (Troy, MI) Hubbed..., you will engage directly with our affluent and high - net - worth clients to exceed their… more
- Citizens (Iselin, NJ)
- …review or bank examiner experience is highly preferred. + Credit experience in one or more areas: High Net Worth /Ultra High Net Worth lending, ... Description Senior Credit Review Manager - Commercial The Senior Credit Review ...loan structuring, and underwriting, with emphasis in lending to high - net - worth individuals, investment commercial real… more
- Coldstream Wealth Management (Kirkland, WA)
- …For over 40 years, HSA has provided exceptional services to leading organizations and high - net - worth families throughout the Northwest. Last year, HSA merged ... Coldstream, an employee-owned wealth management firm that offers personalized services to high - net - worth individuals and families. Coldstream was founded in… more
- KPMG (Boston, MA)
- …and play a key role in growing KPMG's private client tax practice, which focuses on ultra- high net worth individual, trust and estate clients + Review and ... **Business Title:** Manager , Business Tax Services - Private Clients **Requisition...Family Offices + Serve as the trusted advisor to ultra- high net worth families on… more
- Citizens (Long Branch, NJ)
- …wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + A minimum of two licenses ... practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent...(PCRM), you will engage directly with our affluent and high - net - worth clients to exceed their… more
- City National Bank (San Francisco, CA)
- *CLIENT MANAGER * WHAT IS THE OPPORTUNITY? Is primary point of...* Minimum of 8 years of experience working with high net worth clients * FINRA ... years of experience in financial services and 8 years of experience working with high net worth clients. * Possesses a proven track record of strong… more
- KPMG (Philadelphia, PA)
- …qualifications for Senior Manager : + Minimum eight years of recent focused high net - worth individual, flow-through entity and family office tax ... **Business Title:** Tax Manager /Senior Manager , Private Client **Requisition Number:**...of financial, gift, estate, and income tax issues for ultra- high net - worth individuals and families… more